Corporate Valuation, Financial Services

October 29, 2020

What RIAs Need to Know About Current Estate Planning Opportunities

Estate and tax planning matters are an important component of the overall financial plan for many RIA clients.  The current tax policy and market environment create unique estate planning opportunities that may not last if economic conditions normalize or if Biden wins in November.  This webinar addresses the available opportunities that RIA principals and advisors should be aware of in the current environment. Original air date: October 28, 2020
Author
Brooks K. Hamner
Senior Vice President
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When Trust Becomes Infrastructure
When Trust Becomes Infrastructure

Why RIA Consolidation Is Moving Beyond AUM

RIA consolidation is evolving beyond asset accumulation toward acquiring strategic capabilities that deepen client relationships and improve long-term retention. Trust infrastructure illustrates how specialized services can help firms become more valuable, differentiated, and useful to complex clients.
June 2026 | Complex Capital Structures in Transfer Tax Planning: A Valuation Perspective
Value Matters® June 2026

Complex Capital Structures in Transfer Tax Planning: A Valuation Perspective

Capital structures of privately held businesses have become increasingly sophisticated in recent years. Once the preserve of venture capital and large private equity transactions, complex capital structures now appear regularly in family-owned businesses, founder-led companies, and real estate holding and other closely held investment companies.
WEBINAR: Complex Capital Structures in Transfer Tax Planning-A Valuation Perspective
UPCOMING WEBINAR: Complex Capital Structures in Transfer Tax Planning - A Valuation Perspective
This program examines the increasing prevalence of complex capital structures in privately held businesses and the valuation challenges they present in gift, estate, and transfer tax planning.

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